Proactive Wealth Strategies LLC: DIVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on DIVO, newest first. How the timeline and the estimate are built.
Proactive Wealth Strategies LLC held 10,905 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,905 sharesChange vs previous 13F +130 shares
0.08% of the 13F portfolio, value $498,320.
13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,775 sharesChange vs previous 13F +5,452 shares
0.09% of the 13F portfolio, value $483,248.
13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,323 sharesChange vs previous 13F +157 shares
0.09% of the 13F portfolio, value $236,872.
13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,166 sharesChange vs previous 13F +61 shares
0.1% of the 13F portfolio, value $230,271.
13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,105 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $217,000.
13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).